Communication support for your advisor base. Learn more
Promote successful adoption.
This is one of the most important stages of your partnership with eMoney and the advisor lifecycle.
Help advisors using Premium Client Portal to boost engagement with their clients, foster deeper collaboration, and drive business growth with these supporting resources.
An Intro Video to Clients: The Mobile App
Help your financial professionals introduce the new mobile app to their clients. Encourage them to share this video to highlight that clients can now access their client portal faster and use their mobile device to easily interact with their financial plans.
Premium Client Portal Adoption Series Email 1
This onboarding series includes guidance, tips, and best practices to help users make the most of eMoney’s Premium Client Portal. Our goal is to help streamline the process in strengthening client engagement. This goal of this first email is to make it as easy as possible for Premium Client Portal…
Premium Client Portal Adoption Series Email 2
This onboarding series includes guidance, tips, and best practices to help users make the most of eMoney’s Premium Client Portal. Our goal is to help streamline the process in strengthening client engagement. The goal of this 2nd email is to help support Premium Client Portal users in introducing the product…
Premium Client Portal Adoption Series Email 3
This onboarding series includes guidance, tips, and best practices to help users make the most of eMoney’s Premium Client Portal. Our goal is to help streamline the process in strengthening client engagement. This 3rd email of the series focuses on tips and best practices for increasing Client Portal use through…
Premium Client Portal Adoption Series Email 4
This onboarding series includes guidance, tips, and best practices to help users make the most of eMoney’s Premium Client Portal. Our goal is to help streamline the process in strengthening client engagement. This 4th and final email of the series focuses on tips and best practices for increasing Client Portal…
By accessing and using these documents and materials, you hereby agree as part of your agreement with eMoney, that you will only use these documents and materials for your work on behalf of your clients and you will not share, transmit, or disclose these documents and materials with any third party other than your customers and members of your own firm. Failure to abide by these restrictions may put you in breach of your agreement with eMoney.
